+12,164.2%
TT vs STZ
+9,621.1%
+2,543.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +1.0% |
| 7D | 0.0% | -1.9% | +1.9% | +0.5% |
| 30D | -7.2% | -1.9% | -5.3% | -6.8% |
| 3M | -3.0% | -6.2% | +3.3% | -1.8% |
| 6M | +1.4% | -14.0% | +15.4% | +4.6% |
| YTD | +15.9% | -5.1% | +21.0% | +16.2% |
| 1Y | +9.4% | -9.6% | +19.0% | +10.7% |
| 3Y | +124.4% | -47.2% | +171.6% | +157.2% |
| 5Y | +138.0% | -33.6% | +171.6% | +156.2% |
| 10Y | +886.4% | -9.8% | +896.1% | +858.5% |
| All | +12,164.2% | +9,621.1% | +2,543.1% | +4,420.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded STZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling